Contacts

This article contains the following topics:
casm1401
This article contains the following topics:
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HID_Contacts
A
contact
is a person or department who buys, sells, services, manages, or uses your IT assets in CA APM. Define contact records for key individuals and departments in which you have a business relationship, such as the following examples:
  • Users, asset management staff, contract administrators, and IT staff.
  • Representatives of other companies, such as manufacturers, vendors, escrow agents, maintenance, and service providers.
Before you define a contact record, define a company record to associate with the contact. Having the company record available makes it easier to add the company information when you are defining the contact record.
You can retrieve information from the repository about any object by searching. You can then select, view, and manage individual object records from the search results.
Manage Contacts
You can define, update, and delete contact records for key people or departments in which you have a business relationship. For example, you can define contacts as asset management staff, contract administrators, IT staff, manufacturers, vendors, and service providers.
When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.
Follow these steps:
  1. Click Directory, Contact.
  2. Perform one of the following actions.
  3. Define a contact.
    1. Click New Contact.
    2. Enter the new contact information.
    3. Click Save.
    You can also define a contact by copying an existing contact, supplying a new name, changing the information, and saving the new contact.
  4. Update a contact.
    1. Search for the list of available contacts.
    2. Click the contact that you want to update.
    3. Enter the new information for the contact.
    4. Click Save.
    You can also view the details for an object that is related to your contact, if the related object has a Browse icon. When you click the Browse icon, you leave the contact page and you navigate to the related object page. To keep the contact page in view and preserve the contact information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.
  5. Delete a contact.
    1. Search for the list of available contacts.
    2. Click the contact that you want to delete.
    3. Click Delete and confirm that you want to delete the contact.
Add a Contact Allocation
You can add a contact allocation to list the software assets that people in your organization are internally approved to use, as specified in your software license agreement. For example, the members of your IT department are licensed to use ten copies of version 4.0 of a software product in a development office.
 You can view an audit history for this relationship.
Follow these steps:
  1. Click Directory, Contact.
  2. Search for the list of available contacts.
  3. Click the contact for which you want to add a contact allocation.
  4. Expand Relationships on the left and click Software Allocation.
  5. Click Select New to search for and select an asset.
  6. Click the Edit Record icon and enter the contact allocation details.
  7. Click Save.
Enter Contact Remarks
You can enter notes regarding a contact on the Remarks tab. These notes can be anything related to the contact's role, or any other pertinent information that needs to be saved to the contact detail record.
To enter contact remarks:
  1. On the Contact Detail page, select the Remarks tab.
  2. Type the remarks in the Contact Notes field.
  3. Click Save to save the remarks to the contact detail record.